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Added 14 mins ago
W
Production Planner
Winpak
Winnipeg, MB
- Full-time
The Production Planner will plan sales orders and release work orders in a timely and structured manner to support smooth operations across all work centers. This role plays a key part in…
Added 14 mins ago
VE
Proposal Procurement Lead (North America)
Veolia Environnement SA
Oakville, ON
- Full-time
The Proposal Procurement Lead (PPL) is responsible for determining current and expected material costs and engineering budgets for Veolia Water Technologies-supplied equipment during the…
Added 14 mins ago
R
Sales Executive
RemodelBoom
Remote, Canada
- $100,000 USD / year
- Full-time
- Remote
…or setup fees - they only pay us when we generate profitable sales. Every campaign is zero-risk to the client and fully aligned with their outcomes: if they don't make money, we don't…
Added 14 mins ago
MG
Associate Sales Professinal - Moncton
Manitoulin Group of Companies
Moncton, NB
- Full-time
When contacting accounts, capture and qualify opportunities and send as a lead to a Sales Professional for further investigation
Added 14 mins ago
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Director, Conference Services and Catering
AccorHotel
Lake Louise, AB
- Full-time
Reporting to the Director of Sales & Marketing, responsibilities and essential job functions include but are not limited to the following:
Added 14 mins ago
Customer Acquisition Representative Intern – Summer 2027 (CAN)
Amazon
Toronto, ON
As an Associate Customer Acquisition Rep (ACAR), you will initiate customer contact through cold calls, lead follow-up, and customer research to generate sales meetings and support…
Added 14 mins ago
EC
Profit Centre Manager
EMCO Corporation
Vancouver, BC
- $70,000 to $80,000 CAD / year
- Full-time
As a Profit Centre Manager, you will develop and lead all business operations at the Profit Centre. The Profit Centre Manager is accountable for growing the business while sustaining…
Added 14 mins ago
AC
Digital Experience Developer, Campaign Operations
Air Canada
Dorval, QC
- Full-time
Lead technical execution for route, product and destination promotions, international campaigns, sales and other promotional initiatives.
Added 14 mins ago
AC
Digital Copywriter
Air Canada
Dorval, QC
- Full-time
Lead copy development for sales, product, route and destination launches, international campaigns and other promotional initiatives.
Added 14 mins ago
Shopper Insights Senior Client Lead
dunnhumby
Montreal, QC
Added 29 mins ago
BG
Partsperson - Lead
Brandt Group of Companies
Terrace, BC
- Full-time
Work closely with the Service and Sales Departments to ensure parts are available and delivered to meet operational requirements.
Added 29 mins ago
GE
Hospitality F&B Assistant Manager
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
…ability to react to situations that need a sense of urgency, to lead by example and assist in the training of new colleagues. Monitoring daily activities while having attention to details;…
Added 29 mins ago
TS
Shift Supervisor
The Salvation Army in Canada
Calgary, AB
- Full-time
…the Thrift Store activities. Otherwise, this role acts as a Sales…
Added 29 mins ago
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5726 - Assistant Store Manager FT
Lids
Sudbury, ON · Greater Sudbury, ON
- $20 USD / hour
- Full-time
Lead, execute and assist Lids selling strategy to achieve key performance indicators (KPIs), sales targets, and deliver exceptional customer service.
Added 29 mins ago
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Branch Manager
Dexter
Regina, SK
- Full-time
Our Regina branch is built around parts and service for trucks and trailers. As Branch Manager, you’ll lead the branch end to end: parts sales, the service shop, customer service, the…
Added 29 mins ago
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Leasing Agent- Part-Time | Downtown Montreal
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Montreal, QC
- Part-time
Added 29 mins ago
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Builder Project Sales Manager - Home Appliance / Single Family
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Toronto, ON
- Full-time
Department: Home Solution Sales – Home Appliance, SKS, Builder Sales
Added 29 mins ago
Sales Manager
Talent Acquisition/Human Resources, The Aaron's Family of Companies
Red Deer, AB
We are Aaron’s - an industry leader in the sales and lease-to-own retail industry, known for quality brand names and superior customer service. We provide our team members with the…
Added 29 mins ago
CS
Office Manager
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Ottawa, ON · Astoria Senior Apartments
- Full-time
In addition, you will lead and engage team members dedicated to consistently delivering an exceptional living experience for our residents.
Added 29 mins ago
OH
Inside Sales Representative
O’Dell HVAC Group
Ottawa, ON
- Full-time
We are seeking an Inside Sales Representative to join our Sales team in our Ottawa - Nepean Office. Reporting to the Regional Sales Manager, you will support the sales process by responding…
Added 29 mins ago
GP
Senior Product Proposition Manager
Global Payments Inc.
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- Full-time
Lead structured engagement with priority merchants and prospects to identify unmet needs, adoption barriers, and growth opportunities.
Added 29 mins ago
TR
Renewal Specialist, Small Law
Thomson Reuters
Toronto, ON · Canada, Toronto, Ontario
- Full-time
…strong relationship building skills. In this role, the Senior Sales Support Specialist will work with both English and French speaking clients and colleagues, so we are seeking a candidate…
Added 29 mins ago
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Director, Marketing & Growth
Minga
Kelowna, BC
- Full-time
Partner with Sales and RevOps on lead-to-revenue models, pipeline delivery forecasts, and lead velocity
Added 44 mins ago
MU
Business Development & Partnerships Officer
McGill University
Sherbrooke, QC
- Full-time
Added 44 mins ago
MU
Business Development Officer
McGill University
Montreal, QC · Bronfman Building
- Full-time
Reporting to the Director, Desautels Career Management Services, the Desautels Toronto Lead (DTL) is responsible for growing student outcomes in the Greater Toronto Area, including…

BMO

Financial Planner

Williams Lake, BC, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 10, 2026
Experience: Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Posting language: English
Posted: Oct 27, 2026

Original job description

Application Deadline:

11/09/2026

Address:

35 Second Avenue South

Job Family Group:

Retail Banking Sales & Service

Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Financial Planner can offer you all that and much more. Expect to fill an important and rewarding role – helping your customers achieve their financial goals. You will be provided with industry-leading training, support as well as a portfolio of clients that you can continue to build lasting relationships. As a BMO Financial Planner you will be part of a collaborative team and have access to a strong support network to be able to achieve your full potential.

Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.

Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
Supports the achievement of sales and performance targets.
Develops and implements a relationship management plan to meet the needs of client.
Responds to customer investment requests to fulfill investment product needs aligned with the customer’s goals and refers the customer to partners where appropriate.
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Executes work to deliver timely, accurate, and efficient service.
Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.
Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.
May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.
Builds effective relationships with internal/external stakeholders.
Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
Focus may be on a business/group.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works mostly independently.
Broader work or accountabilities may be assigned as needed.

Qualifications:

Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Must meet the regulatory / governing body licensing and registration requirements of a Financial Planner in the province or territory of employment.
Advanced working knowledge of financial industry.
Specialized knowledge from education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.

Salary:

Pay Type:

Commission

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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More about this job

Responsibilities

The Financial Planner provides investment advice and financial solutions to help customers achieve their goals while proactively growing the branch's business. They are responsible for managing client relationships, executing sales strategies, and ensuring compliance with all regulatory and ethical standards.

Requirements

Candidates must have 3-5 years of relevant experience and a post-secondary degree in a related field. Additionally, they must meet all regulatory and governing body licensing requirements for a Financial Planner in the province of employment.

Skills

Financial planning
Investment advice
Sales
Relationship management
Business development
Needs-based assessment
Outbound calling
Customer service
Analytical skills
Problem solving
Communication skills
Collaboration
Strategic planning
Portfolio management
Regulatory compliance

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Financial Planner
Retail Banking
Investment Planning
Mutual Funds
Retirement Savings
Business Development
Relationship Management
Sales Targets
Customer Experience
Regulatory Compliance
Financial Industry
Strategic Advice
Branch Referrals
Portfolio Management
Investment Strategies
Banking Products
Lending
Data Analysis
Stakeholder Management
Financial Goals

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